· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CALIFORNIA HUMANITIES — CALIFORNIA HUMANITIES FRINGE BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250923145139NAL0005812753002
CALIFORNIA HUMANITIES
Form 5500-SF
FILING_RECEIVED
CALIFORNIA HUMANITIES FRINGE BENEFIT PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
35
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CALIFORNIA HUMANITIES
.
Find decision makers
Plan sponsor
Name
CALIFORNIA HUMANITIES
EIN
94-2952469
Address
538 9TH STREET · SUITE 210 · OAKLAND, CA · 94607
Phone
(415) 391-1474
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
TRI-COUNTY COMMUNITY COUNCIL, INC.
TRI-COUNTY COMMUNITY COUNCIL, INC 403(B) PLAN
$2.0M · 116 participants
SD FOUNDATION
SD FOUNDATION RETIREMENT PLAN
$2.0M · 35 participants
WEST CENTRAL INITIATIVE
WEST CENTRAL INITIATIVE 403(B) PLAN
$2.0M · 25 participants
RIVERVIEW CHURCH
RIVERVIEW CHURCH 401(K) PLAN
$2.0M · 35 participants
NATIONAL WILDLIFE REFUGE ASSOCIATION
NATIONAL WILDLIFE REFUGE ASSOCIATION 403 (B) TAX DEFERRED ANNUITY PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.0M · 13 participants
NEW ORLEANS COUNCIL ON AGING
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NEW ORLEANS COUNCIL ON AGING
$2.0M · 58 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
